BRINKER CAPITAL
42 known aliases resolved via the canonical alias map
Market position · 2024
Plans served66-13 YoYRank #286 of mapped providers
Assets under administration$64.8B0.1%Market share · rank #221
Fees received$2MMedian $17,600/planSum across Schedule C direct + indirect
Net wins YoY-1013 won · 23 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical BRINKER CAPITAL plan look like?
Service mix · median fees per plan
Count of plans where BRINKER CAPITAL ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Securities brokerage; Investment advisory (participants); Securities brokerage commissions and feesCode 26 | 36 | $15,987 | |
Investment management; Other feesCode 28 | 18 | $19,092 | |
Consulting (general); Insurance servicesCode 16 | 2 | $35,590 | |
Investment management; Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 2 | $15,989 | |
Investment management fees paid directly by planCode 51 | 2 | $41,240 | |
Other feesCode 99 | 2 | $37,091 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping feesCode 15 | 1 | $7,648 | |
Custodial (securities); Custodial (other than securities)Code 18 | 1 | $30 |
Competitor overlap
Percent of BRINKER CAPITAL's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under BRINKER CAPITAL.
| Sponsor | From | Assets |
|---|---|---|
THE PERMANENTE MEDICAL GROUP, INC.CA · 942728480-013 | EWG ELEVATE INC | $9.9B |
U.S. ANESTHESIA PARTNERS, INCTX · 460872971-001 | THE VANGUARD GROUP, INC. | $2.8B |
GABLES ENGINEERING, INC.FL · 590561349-002 | CHARLES SCHWAB & CO., INC. | $94M |
METREA MANAGEMENT LLCOK · 823915646-001 | (new plan) | $57M |
THE SOLOMON R. GUGGENHEIM FOUNDATIONNY · 135562233-002 | PKF O'CONNOR DAVIES, LLP | $56M |
COKINOS & YOUNG, A PROFESSIONALTX · 760288148-001 | NATIONWIDE | $35M |
THE RUSSIAN SCHOOL OF MATHEMATICSMA · 043408996-001 | NATIONWIDE | $31M |
ORION ENERGY SYSTEMS, INC.AL · 391847269-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $12M |
MIMAKI USA, INC.GA · 582498426-001 | NATIONWIDE | $10M |
EAST BAY ASIAN LOCAL DEVELOPMENT CORPORATIONCA · 510171851-001 | PENSIONMARK FINANCIAL GROUP LLC | $6M |
Plans lost in 2024
Appeared last year under BRINKER CAPITAL; not this year.
| Sponsor | To | Assets |
|---|---|---|
APPLE INC.CA · 942404110-001 | FINANCIAL ENGINES | $19.8B |
UNITED AIRLINES, INC.IL · 742099724-202 | ROBERTSON STEPHENS | $14.4B |
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-002 | FINANCIAL ENGINES | $5.7B |
MASSACHUSETTS INSTITUTE OF TECHNOLOGYMA · 042103594-002 | WILLIS TOWERS WATSON US LLC | $5.4B |
ANDERSEN CORPORATIONMN · 410123208-002 | QUARRY HILL ADVISORS LLC | $1.3B |
NIXON PEABODY LLPNY · 160764720-021 | CLS INVESTMENTS | $91M |
NUCLEAR ENERGY INSTITUTE, INC.DC · 521209124-001 | FIRST STATE TRUST COMPANY | $57M |
EAH, INC.CA · 941699153-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $37M |
HAWKINS ASH CPAS, LLPWI · 390912608-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $28M |
COMMONWEALTH HOLDINGS, INC.NE · 365040351-001 | OSAIC WEALTH INC | $22M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SOUTHWEST AIRLINES COMPANYTX · 741563240-003 | $11.6B | 13,086 | $42,761 | 3y | 1 |
THE PERMANENTE MEDICAL GROUP, INC.CA · 942728480-013 | $9.9B | 30,066 | $249,756 | 1y | 1 |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-008 | $7.9B | 12,335 | $28,685 | 5y | 1 |
HUMANA INC.KY · 610647538-002 | $7.7B | 61,001 | $14,395 | 5y | 1 |
LATHAM & WATKINS LLPCA · 952018373-001 | $3.1B | 8,106 | $19,458 | 5y | 1 |
BVH, INC.KS · 471888435-002 | $3.0B | 10,517 | $9,691 | 1y | 1 |
U.S. ANESTHESIA PARTNERS, INCTX · 460872971-001 | $2.8B | 7,541 | $24,441 | 1y | 1 |
TRANSAMERICA CORPORATIONIA · 421484983-003 | $2.7B | 14,137 | $6,891 | 4y | 1 |
HOLLAND & KNIGHT LLPFL · 590663819-001 | $2.0B | 5,258 | $66,038 | 4y | 2 |
AMERITEAM SERVICES, LLCTN · 472129748-002 | $1.8B | 24,708 | $19,328 | 5y | 2 |
Flag exposure
89.4%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (42)
Raw Schedule C names collapsed into BRINKER CAPITAL.
- BRINKER CAPITAL
- BRINKER CAPITAL & CLS INVESTMENTS
- BRINKER CAPITAL HOLDING, INC
- BRINKER CAPITAL HOLDINGS INC.
- BRINKER CAPITAL HOLDINGS, INC
- BRINKER CAPITAL HOLDINGS, INC.
- BRINKER CAPITAL HOLDINGS, LLC
- BRINKER CAPITAL HOLDINGSM INC
- BRINKER CAPITAL INC
- BRINKER CAPITAL INC.
- BRINKER CAPITAL INV LLC
- BRINKER CAPITAL INVENSTMENTS LL
- BRINKER CAPITAL INVESTEMENTS
- BRINKER CAPITAL INVESTMENT
- BRINKER CAPITAL INVESTMENT LLC
- BRINKER CAPITAL INVESTMENTS
- BRINKER CAPITAL INVESTMENTS LL
- BRINKER CAPITAL INVESTMENTS LLC
- BRINKER CAPITAL INVESTMENTS, LLC
- BRINKER CAPITAL SECURITIES
- BRINKER CAPITAL SECURITIES, LLC
- BRINKER CAPITAL SERVICES, INC.
- BRINKER CAPITAL SERVICES, LLC
- BRINKER CAPITAL, INC
- BRINKER CAPITAL, INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for BRINKER CAPITAL's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 2 | 3.03% | 26.94% | -23.91 pp |
| Late contributions | 11 | 16.67% | 1.71% | +14.95 pp |
| Failed to provide benefit | 1 | 1.52% | 0.14% | +1.38 pp |
| Corrective distributions | 22 | 33.33% | 1.76% | +31.57 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with BRINKER CAPITAL. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent